Mr. Andres Guerra,CFP has been mine and my wife's financial advisor for a few years now. he is…read morelocated at the chase bank downtown and works with Chase Bank/J.P. Morgan. We could not be more pleased with the services that he has offered. In addition to the fact that his wise advice has increased our assets during a difficult market, he is the first advisor that we have had during our careers that takes the time to go into the details of our finances, to make an extensive financial plan, and to personally take the time to see that we understand it and that it is correct. He is attentive to details, honest and serious about being a professional financial planner. He is easy to work with, A good listener, takes a personal interest in your finances and your life, and has great people skills. We can safely say that we have not worked with or met another financial planner, in our extensive careers, who has this great combination of professionalism and the ability to put it altogether to help meet our needs. We highly recommend him.

We worked with Erik Loken of Loken Financial Coaching and were impressed with his knowledge and…read moreknow-how about advising us on rebuilding our economically-decimated retirement portfolio to the point where we feel we're finally steering our finances back on track. We believe (after working with Erik Loken) and seeing the positive change in our finances that we'll end up with a level of retirement savings to live on well into our "golden years". Mr. Loken created a super useful spreadsheet for us to simply "plug" our savings and expenses into to immediately see how relatively small changes would make significant improvements in our financial portfolio over time. Our relationship with Erik has improved our level of confidence in the financial world that we never experienced with previous investment advisors. His level of financial coaching is solid and we felt comfortable asking him specific questions about our financial situation. There were a few uncomfortable moments when we had to face our own worst financial fears -- mostly that if we didn't immediately change our spending and saving habits we wouldn't be able to enjoy a comfortable level of freedom in our retirement one day, but Mr. Loken helped us graciously face and compassionately "de-shame" those financial fears and now we're able to look forward to retirement with confidence as a direct result of Erik's financial coaching. He's very knowledgeable and resourceful and keeps up-to-date on the markets and economics to help move his clients into achieving their own personal financial goals. We'll continue to use Loken Financial Coaching for regular "tune-ups" with our finances.

I really enjoyed working with Erik. His insight and advice was very personalized to what I was…read morelooking for. He listens well and his advice is very pragmatic. I learned a lot about how to have a better focus for my money and optimize my money systems to help me lead a life of happiness. He also introduced me to concepts of personal finance that I was not aware of. I feel better equipped to have a healthier financial life after my session with Erik. I highly recommend his services to anyone who needs to get back on track with their money and for those who want to continue to optimize their money to reach their financial and life goals.

I first met Steve about 10 years ago & after getting to know him, Stephanie & the rest of the team,…read moreI decided to move all of my asset accounts to his firm. I love that he is a fiduciary, rather than just a standard management firm. Knowing that they have my future interest truly at heart means a lot to me. We review my account regularly & he assesses my risk profile & where I want to be and we adjust it accordingly as we go. I really appreciate this level of service as my last firm just sent yearly statements, frequently changed who was in charge of my account & just an envelope to send more money with zero interaction....It's nice to know that I can now see the future & HOW to make it what I feel it will need to be so when retirement does come, I can be prepared. Thank you Steve!

My mother and I invested her total retirement portfolio with BirdRock and I am very happy with the…read moreresult. Stephanie and Steve took the time to assess her risk tolerance, short and long term goals, and built a portfolio that was both comfortable and easy to understand. What I appreciate most about BirdRock is that they are a fiduciary, meaning they are legally obligated to act in their clients' best interests. They charge no commissions, only a flat percentage, so their success is tied to ours - they win when we win. So I am assured in knowing their motivations are in harmony with ours. I feel very secure knowing my mother's funds are in good hands with BirdRock. I am extremely satisfied and strongly recommend.

If you are looking for someone who is going to take time with you and educate you throughout the…read morewealth building process, then Tony is your guy. I can tell he ultimately cares about my future and what decisions I make. He offers great advice, but is not disappointed if you don't take it. He is always emailing me new ideas and great advice or just some project ideas he is working on himself. He is well educated in tax strategies and will tell you the best paths to take as advice. I truly feel I have a partner in building my future now, not just someone trying to get me to invest in their firm to see how much money they can bring in this month. He understands that building the relationship is most important and setting the foundation first is equally important. We don't all start off as millionaires and he gets that. He is in it for the long haul so when you do start making it, he's already set the ground work to protect it. I am sure I am not a very big client of his financially, but he treats me like I am. You can't ask for more than that. Coming from my last advisor, this is a night and day difference with this Tony.

Today I spoke with Greg not knowing absolutely anything. With his patience and professionalism, he…read moreprovided me outstanding information about what the company does and how he can help. Thanks Greg, I will absolutely recommend to anyone!

CGK Business Sales was the perfect Austin business broker for me when I recently went to sell my…read morebusiness. I was the seller of two local restaurants. As local Austin business brokers with a national reach, CGK found a good mix of potential local and national buyers for my business. CGK started with a viable business valuation and realistically gave me a good idea of what the value of my businesses were. From there, they found the perfect buyer, who will continue to build the business that I created. The people behind CGK are incredible! They are very professional and pleasant to work with! Thanks for exceeding my expectations CGK Business Sales.

In my quest to become successful trader, I've found the Rockwell Mastermind program has given me…read morethe turbo boost to making that dream a reality. I've fine-tuned a trading plan that really fits me, adapting a calmer and less emotional mindset to my trading. In the bigger picture, the mentorship from Markus and the Rockwell team with the 9-Step Roadmap to Building Wealth has been invaluable. I've already made tangible progress in establishing a rock-solid foundation that puts me on the right track to achieving the passive income goals that I've set, and I have high confidence I will be able to achieve those goals especially with the continuously improving Power X Optimizer, the instruction on advanced trading strategies, and much, much more that comes with being a part of the Mastermind group. I highly recommend attending as many of the Live Boardrooms as you can - you will absorb so much more from interacting with Markus and Mark and the Rockwell team in person than you would from reading the material or watching the videos. Plus they're all very fun people to be around! I have enjoyed being part of a family of like-minded traders, and I've met some great new friends along the way.

The people here are very helpful. The software and all the instructional videos have helped me…read morebecome a successful trader. Marcus (the CEO) is always doing updates and video to support his subscribers.

Having been a financial planner in the 80's and managing the retirement needs of over 100 of my…read moreclients I feel I know what to expect when I trust someone to manage my money and ensure my retirement income. I met Steve in 1991 and after almost a year of unpressured discussions, decided that unlike so many financial planners and wealth managers who work with individuals early in their career, Steve had a client base of business owners & executives and a solid understanding of the importance of having a different strategy and formula for professionals who need to balance a personal investment strategy with the needs and demands of their business investment. I've counted on Steve as partner and trusted expert to ensure my family's financial well being both in the event something happened to me and as we build our future.

I had a life insurance policy with Northwestern Mutual that my dad took out for me back in the…read more50's. One day I received a letter from them saying the contract was expiring and that I had three choices, none of which were appetizing. I called Eric. He researched the situation and offered some alternatives. In the process, I found how difficult it could be trying to find an accountable human being with NWM, even though my policy had been in effect for 60+ years. Eric hung in there with me, and I now have a replacement plan despite resistance from the other company. Eric runs a tight ship, he's easily reached, and he returns calls. I highly recommend him.

Very unprofessional and untrustworthy, they don't ever have to worry about helping me again.read more